This allocator's name, 7 more commitments and 1 more dated event

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Corporate pension in Indiana

Corporate pension· Pendleton, Indiana

Corporate pension, based in Pendleton, Indiana, reporting $5.5M in assets, for 248 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$5.5M
Funded ratio
101.1%
Fund commitments
4
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Commitments (4)Allocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Indiana
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$5.5M
Total assets, Dec 31, 2025 reported
Funded
101.1%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
4
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 100.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
6 events

+1 more dated event

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Commitments
10 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Keybank Multiple Investment Trustcollective trustKeybank National AssociationPooled vehicles$423,876 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Fiam 8-10 Year Corporate Bondcollective trustFidelity Institutional Asset MgmtFixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Fiam Long Duration Commingled Poolcollective trustFidelity Institutional Asset MgmtFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov

+7 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
43 readings
Total assets
$5.5M Dec 31, 2025 reported Form 5500
$5.6M (2024-12) · $5.7M (2023-12) · $5.4M (2022-12)
Plan assets
$5.6M Jan 1, 2025 reported Form 5500
$5.7M (2024-01) · $5.4M (2023-01) · $6.6M (2022-01)
Net assets
$5.0M Dec 31, 2025 reported Form 5500
$5.6M (2024-12) · $5.7M (2023-12) · $5.4M (2022-12)
Funded ratio
101.1% Jan 1, 2025 reported Form 5500
102.6% (2024-01) · 99.8% (2023-01) · 105.9% (2022-01)
Funding target
$5.4M Jan 1, 2025 reported Form 5500
$5.7M (2024-01) · $5.9M (2023-01) · $5.9M (2022-01)
Discount rate
5.32% Jan 1, 2025 reported Form 5500
5.14% (2024-01) · 5.22% (2023-01) · 5.39% (2022-01)
Participants
248 Jan 1, 2025 reported Form 5500
258 (2024-01) · 262 (2023-01) · 267 (2022-01)
Contributions
$0 Dec 31, 2025 reported Form 5500
$15,674 (2024-12) · $121,000 (2023-12) · $160,000 (2022-12)
Benefits paid
$456,318 Dec 31, 2025 reported Form 5500
$432,614 (2024-12) · $451,469 (2023-12) · $456,137 (2022-12)
Net investment income
-$596,817 Dec 31, 2025 reported Form 5500
-$93,108 (2024-12) · $311,234 (2023-12) · -$1.2M (2022-12)
Investment management fees
$12,654 Dec 31, 2025 reported Form 5500
$28,960 (2024-12) · $23,027 (2023-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025248$5.6M$5.4M101.1%$5.5MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024258$5.7M$5.7M102.6%$5.6MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023262$5.4M$5.9M99.8%$5.7M$0Not disclosedNot disclosed
2022 to Dec 31, 2022267$6.6M$5.9M105.9%$5.4M$234,385Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Keybank National Association codes 10 13 19 21 28 62 $28,653 PY2025
  • Keybank Multiple Investment Trust Sched. D C $423,876 PY2025
  • Fiam 8-10 Year Corporate Bond Sched. D C $2.4M PY2025

+15 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: managers.

Record history

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source

+3 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

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+3 connections on the graph

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